George Seybolt
Eagle Bay Family Office · Boca Grande, Florida
George Seybolt is a fee-only financial advisor at Eagle Bay Family Office in Boca Grande, Florida. George focuses on estate & legacy planning, family wealth transfer and tax planning. Eagle Bay Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Eagle Bay Family Office |
|---|---|
| Based in | Boca Grande, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $680.8M across 475 accounts |
| SEC registration | Investment adviser representative in FL, MA, NY · CRD 858172 |
| Exams passed | Series 63 (1980) · Series 65 (1992) |
| Firm size | 15 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.eaglebayfamilyoffice.com |
| Profile |
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Questions about George
Is George Seybolt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Eagle Bay Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Eagle Bay Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Seybolt based?
George Seybolt is based in Boca Grande, Florida.
What does George specialize in?
George's specialties include estate & legacy planning, family wealth transfer and tax planning. George works with multi-generational families.
Is George Seybolt registered with the SEC?
Yes. George Seybolt is registered as an investment adviser representative in FL, MA and NY (CRD 858172), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Eagle Bay Family Office manage?
Eagle Bay Family Office reports $680.8M across 475 accounts in assets under management.
How do I contact George Seybolt?
Through George's website, www.eaglebayfamilyoffice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Eagle Bay Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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